ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

AE Wealth Management LLC's Holding History (CIK: 0001697723)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 13,479 Value ($000) $1,878 Avg Close — Range —
Q3 2025
Shares 618 Value ($000) $84 Avg Close — Range —
Q2 2025
Shares 665 Value ($000) $84 Avg Close — Range —
Q1 2025
Shares 351 Value ($000) $40 Avg Close — Range —
Q4 2024
Shares 13,483 Value ($000) $1,639 Avg Close — Range —
Q3 2024
Shares 21,101 Value ($000) $2,540 Avg Close — Range —
Q4 2023
Shares 2,498 Value ($000) $255 Avg Close — Range —
Q3 2023
Shares 23,514 Value ($000) $2,116 Avg Close — Range —
Q2 2023
Shares 2,364 Value ($000) $221 Avg Close — Range —
Q1 2023
Shares 3,087 Value ($000) $271 Avg Close — Range —
Q2 2021
Shares 126,544 Value ($000) $12,090 Avg Close — Range —
Q2 2019
Shares 1,801 Value ($000) $220 Avg Close — Range —
Q1 2019
Shares 1,759 Value ($000) $208 Avg Close — Range —